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Overview
If You're Still Prompting Like It's 2023, It's Costing You
Most attorneys using AI are stuck in the same loop: open a chat window, type a question, get a generic answer, re-explain the context, and do it all over again tomorrow. Meanwhile, the attorneys pulling ahead have stopped treating AI like a search bar and started treating it like a working environment: one that remembers their matters, follows their playbooks, drafts in their voice, and handles multi-step work with real oversight instead of babysitting.
Get to that next level. This program will show you how to move from one-off prompting to persistent, matter-specific AI workspaces; from asking questions to assigning agentic workflows with defined scope and guardrails; and from watching AI write code to building your own deposition tools, damages calculators, and intake systems. You will also learn the ethical and confidentiality guardrails that keep expanded AI capability from becoming expanded AI risk. Start being the AI super user your practice needs - register today!
- Learn what separates casual AI users from true super users — and close that gap fast.
- Build a customized AI workspace loaded with your matters, templates, and preferred drafting style.
- Move beyond one-off prompting and start assigning AI real, multi-step work.
- Discover 15 outside-the-box legal AI use cases you'll wish you tried earlier.
- Build your own legal tool from scratch — no coding background required.
- Connect AI to the tools you already use and design automated, end-to-end workflows.
- Get AI to show its work, verify its sources, and flag what it couldn't confirm.
- Protect your practice with the confidentiality, ethics, and oversight guardrails expanded AI capability demands.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Beyond Prompting: What an AI Super User Does Differently
- Ethical Guardrails for Super Users: More Capability, More Ways to Get Burned
- Agentic AI: Stop Asking AI Questions and Start Giving It Jobs
- Vibe Coding for Lawyers: Build the Tool You Wish You Had
- 15 Outside-the-Box Legal AI Uses You'll Wish You Thought of Earlier
- Advanced Research and Analysis: Make AI Show Its Work
- Connect the Pieces: AI Automation and Multi-Tool Workflows
- Build an AI That Works the Way You Do: Customization and Context
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
3 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Mississippi CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| North Dakota CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
Select Jurisdiction
CLE
Agenda
-
Beyond Prompting: What an AI Super User Does Differently
- From Chatbot to Working Environment: The New AI Stack
- Stop Re-Prompting: Context, Projects, Persistent Instructions, and Reusable Workflows
- Choosing the Right Mode: Chat, Deep Research, Agents, and Purpose-Built Tools
-
Ethical Guardrails for Super Users: More Capability, More Ways to Get Burned
- Confidentiality and Privilege When AI Can Access Other Systems
- Giving an Agent Credentials, Permissions, or Authority to Act
- Prompt Injection and Malicious Instructions Hidden in Documents/Webpages
- Hallucinations at Scale: When Automation Multiplies One Bad Answer
- Supervising AI-Generated Code and Automated Decisions
- Documenting Attorney Review and Maintaining Accountability
-
Agentic AI: Stop Asking AI Questions and Start Giving It Jobs
- What Makes AI "Agentic" — and Why You Should Care
- From One Prompt to a Multi-Step Workflow
- AI That Uses Tools: Browsing, Files, Email, Calendars, Apps, and Other Systems
- Delegating Multi-Step Work While Keeping Meaningful Attorney Oversight
- Research Agents: Finding, Comparing, Organizing, and Synthesizing Information
- Matter Agents: Monitoring Deadlines, Developments, Documents, and Tasks
- Transactional and Litigation Agent Use Cases
- When Agents Go Off the Rails: Permissions, Scope Creep, and Autonomous Errors
- Live Demo: Give an Agent an Objective Instead of a Prompt
-
Vibe Coding for Lawyers: Build the Tool You Wish You Had
- What "Vibe Coding" Actually Means
- From Idea to Working Prototype
- What You Can Realistically Build
- Damages and Deadline Calculators
- Interactive Intake Tools
- Deposition Question Builders
- Case/Document Dashboards
- Settlement Scenario Tools
- Contract Clause Comparison Tools
- Internal Knowledge Search Tools
- Iterating by Conversation: Describe → Build → Test → Fix
- Using AI to Explain and Debug the Code It Creates
- Prototype vs. Production: Knowing When Your DIY Tool Has Gone Too Far
- Live Build: Create a Simple Legal Tool From Scratch
-
15 Outside-the-Box Legal AI Uses You'll Wish You Thought of Earlier
-
Advanced Research and Analysis: Make AI Show Its Work
- Research Across Dozens of Sources Instead of One Prompt at a Time
- Deep Research and Autonomous Research Workflows
- Source Verification and Citation Checking
- Asking AI to Identify What It Could Not Establish
- Running the Same Problem Through Competing Analytical Frameworks
- Using Multiple Models or Agents to Critique One Another
- Building Verification Into the Workflow Instead of Saving It for the End
-
Connect the Pieces: AI Automation and Multi-Tool Workflows
- Connecting AI to the Tools You Already Use
- Designing an Automated Workflow
- From Reactive to Proactive AI: Triggers, Scheduled Tasks, and Event-Driven Workflows
- Structured Outputs: Making AI Results Usable by Other Systems
- Human-in-the-Loop Approval: Where to Put the Stop Signs
- Example Workflow: New Client Inquiry → Conflict/Issue Spotting → Intake Summary → Follow-Up
- Example Workflow: New Document → Extract Key Terms → Compare Against Playbook → Flag Exceptions
- Example Workflow: New Development → Research → Analyze Impact → Draft Client Alert
- Finding the Automation Opportunities Hidden in Your Existing Practice
-
Build an AI That Works the Way You Do: Customization and Context
- Creating Matter-, Client-, and Practice-Specific AI Workspaces
- Custom Instructions, Memory, Projects, and Knowledge Bases
- Giving AI Your Templates, Checklists, Playbooks, and Prior Work Product
- Turning Your Preferred Drafting Style Into Reusable Instructions
- Building a "Second Brain" Without Creating a Confidentiality Nightmare
- Live Build: Create a Customized AI Workspace for a Legal Matter
Who Should Attend
This program is ideal for attorneys who want to move beyond basic AI prompting and use AI more strategically, efficiently, and creatively in their practices. It is particularly valuable for attorneys who have experimented with AI and are ready to build more advanced workflows, customized workspaces, and AI-powered tools. Legal technology professionals, paralegals, and other legal professionals involved in AI implementation or workflow development may also benefit.
Speakers
Speaker bio
Karla Pascarella
is a partner at Gunner Cooke. She is a Strategic Legal Executive & AI Governance Professional with experience advising on the development, financing, and operation of utility-scale infrastructure and renewable energy projects across the U.S., Canada, and Latin America. Ms. Pascarella is an expert in navigating the intersection of law, emerging technology, and ESG principles to mitigate enterprise risk and drive sustainable growth for mission-driven organizations. She earned her J.D. degree from St. Mary's University School of Law.
Speaker bio
Jack L. Hobaugh, AIGP, CISSP, FIP, CIPP, CIPT, Jr.
is a shareholder at Brownstein Hyatt Farber Schreck, LLP. He combines his global software, database and network engineering experience with his legal practice to focus on artificial intelligence governance and law, cybersecurity law and privacy law. Mr. Hobaugh is a certified iapp artificial intelligence governance professional (AIGP) and information privacy professional (FIP/CIPT/CIPP/US/E) plus ISC2 Certified Information System Security Professional (CISSP), he uses his extensive inhouse experience as a data protection officer, incident response counsel, and global privacy program compliance counsel to provide legal and cybersecurity guidance to his clients. His work includes GDPR, EU AI ACT, HIPAA, GLBA, FERPA, COPPA, PIPEDA, FTC, and state compliance including data protection agreements, business associate agreements and data protection impact assessments. Mr. Hobaugh specializes in guiding start up companies through the AI, privacy, and security compliance maze. A guest lecturer and author of four books on cybersecurity law, he is sought out counsel for startups, and mergers and acquisitions. Prior to his legal career, Mr. Hobaugh was a software engineer with a focus on international IT consulting and telecom (Europe / Middle East / North West Africa / Brazil), writing his first artificial intelligence program in 1989. In addition to litigating and prosecuting patents, he also served as a patent examiner for the United States Patent and Trademark Office. Mr. Hobaugh earned his M.S. degree from John Hopkins University, his J.D. degree from University of Denver Sturm College of Law and his LL.M degrees from Georgetown University Law Center as well as The George Washington University Law School.
Speaker bio
Douglas L. Lineberry
is a Shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.
Speaker bio
Haodong Zhong
is an attorney at Lippes Mathias LLP. He is a member of Lippes Mathias’ Intellectual Property Practice Team, where he focuses his practice on trademark portfolio management, brand protection, and intellectual property disputes. Mr. Zhong advises clients on domestic and international trademark prosecution and enforcement, TTAB proceedings, domain name disputes, and global trademark strategies, helping businesses protect and maximize the value of their brands across multiple jurisdictions. Drawing on a background in applied mathematics, he also counsels clients on artificial intelligence governance, privacy, and emerging technology matters. Mr. Zhong helps organizations navigate the legal and regulatory risks associated with AI-enabled products, data-driven technologies, and evolving compliance requirements. He holds several privacy and AI governance certifications from the International Association of Privacy Professionals (IAPP), including the Certified Information Privacy Professional/United States (CIPP/US), Certified Information Privacy Technologist (CIPT), and Artificial Intelligence Governance Professional (AIGP) credentials. As a bilingual attorney fluent in English and Chinese, Mr. Zhong brings an international perspective to complex legal and business challenges. He also holds the Certified Information Privacy Professional/Europe (CIPP/E) and Certified Information Privacy Professional/China (CIPP/CN) certifications, reflecting his knowledge of global privacy frameworks and cross-border regulatory considerations. Mr. Zhong's experience working with clients and foreign counsel across Asia, Europe, and Africa enables him to provide practical, globally informed advice in an increasingly interconnected marketplace. He is Certified in the following: Certified Information Privacy Technologist (CIPT), Certified Information Privacy Professional/United States (CIPP/US), Certified Information Privacy Professional/Europe (CIPP/E), Certified Information Privacy Professional/China (CIPP/CN) and Artificial Intelligence Governance Professional (AIGP). Mr. Zhong earned his B.A. degree, magna cum laude, from Vanderbilt University, and his J.D. degree from Fordham University School of Law.
Speaker bio
Daniel Yoon Sik Choi
is a Legal Product Consultant at Litera where he focuses on generative artificial intelligence (AI) solutions for lawyers. He formerly practiced New York capital markets law for a multinational law firm where he represented corporate clients on a broad range of capital markets matters with a particular focus on cross-border transactions. Mr. Choi holds a J.D. degree from Osgoode Hall Law School, a M.A. degree from McMaster University, and a B.A. degree from the University of Toronto. He is also a research fellow for Osgoode's Investor Protection Clinic and is currently completing a LLM at the University of Toronto. Mr. Choi's research interests are in AI and the legal profession, comparative securities law, and legal theory.
Speaker bio
John Keary
is an attorney and director of AI and Innovation at Tarter Krinsky & Drogin, a first-of-its-kind leadership role created to advance the firm's strategic use of artificial intelligence and technology. A member of the firm's senior leadership team, he spearheads the design and implementation of AI and process improvement initiatives across the firm. Working across all departments, including legal and business functions, Mr. Keary helps enhance efficiency, client value, and competitive advantage. He collaborates with attorneys, practice group leaders, and professional departments—including Finance, HR, Marketing, Operations, and IT—to integrate cutting-edge tools and workflows into Tarter Krinsky & Drogin’s operations. Prior to joining Tarter Krinsky & Drogin, he served as program manager, legal AI integration & compliance at NYU Langone Health, where he led the development and deployment of AI-enabled legal operations tools and financial operations agents supporting litigation, intellectual property, contract review, financial forecasting and compliance initiatives across the institution. A licensed attorney, Mr. Keary began his career as an associate at Kim, Cho & Lim LLC in New Jersey, where he managed commercial litigation matters, developed discovery strategies, drafted pleadings and motions, and advised clients on regulatory and risk considerations in transactions and disputes. He also negotiated and assessed lease and land-use agreements. Mr. Keary earned his B.A. degree, cum laude, from Baruch College and his J.D. degree from Seton Hall University School of Law.
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